1. Log into your OnePlan group using your OnePlan login credentials.

2. Access the Admin pages by clicking on the settings (gear) icon at the top right of the browser.

3. Navigate to the Integration section in the left-hand navigation panel.

4. Next to the Authentication Keys section click the + Add Key button.

5. Provide a descriptive name or title for the Authentication Key to denote its purpose, then click ADD.

6. Store the OnePlan group name and the Authentication Key securely. This grants access to your OnePlan group for any program. Please note that the key will no longer be visible after the page is refreshed.

Note: It's recommended to generate a new authentication key for every integration and assign a descriptive name to each key, enabling clear association with its corresponding integration. This practice enhances security, simplifies management, and facilitates easier tracking and troubleshooting.

1. Copy and save the root of the URL (i.e. https://dev.azure.com/Organization).

2. Generate an Azure DevOps Personal Access Token.

   1. Log into Azure DevOps.

   2. Navigate to User Settings > Personal Access Tokens.

   3. Click on the + New Token button.
   4. Give the token a Title (e.g., OneConnect Integration).
   5. Select the Organization that will be accessed by this token.
   6. Select an expiration date for the Token (tokens can be valid for up to 1 year, please keep this in mind for renewing your Azure DevOps token in the future).
   7. In Scopes, select Full Access.
   8. Click Create.

OneConnect Setup Process

To complete the OneConnect setup, you need to be an Administrator or Editor in the OneConnect group you wish to set the integration up in.

1. Go to https://my.oneconnect.ai (or https://eu.oneconnect.ai for European customers utilizing eu.oneplan.ai).

2. Navigate to OnePlan Plans and Azure DevOps Team Projects. Click Configure.

   

    

OnePlan Connector

1. Group Name
   • Input the name of the OnePlan Group name you intend to integrate with.
2. Authentication Key
   • Paste the generated OnePlan Authentication Key obtained from OnePlan.
3. Additional Options
   • Expand the section for additional configuration options.
4. (Optional) Alternate OnePlan Environment URL
   • If using an environment other than the default (https://my.oneplan.ai), select the appropriate URL from the available options:
     •  https://au.oneplan.ai 
     • https://ca.oneplan.ai 
     • https://eu.oneplan.ai  
5. (Optional) Button Name
   • If integrating multiple Azure DevOps organizations with a single OnePlan group, customize the name for the Azure DevOps button linked to the listed Azure DevOps organization.
6. (Optional) OnePlan Default Plan Type
   • Specify a default plan type if the integration doesn’t automatically provide a plan type for plan-level work items in OnePlan. Enter a single value for this purpose.
7. Test Connection
   • Click Test to verify the correctness of the connection settings to OnePlan.
   • A notification indicating Connected Successfully should appear in the top-right corner of the browser upon successful testing.
8. Save Changes
   • After verifying the connection, click Save to retain the configured settings.

Azure DevOps Connector

1. Azure DevOps URL
   • Enter the URL of your Azure DevOps organization (e.g., https://dev.azure.com/{OrganizationName}).
2. Personal Access Token
   • Input the PAT associated with the Azure DevOps organization intended for integration with OnePlan.
   • 
3. Additional Options
   • Expand the section for additional configuration options.
4. Azure DevOps Work Item Type
   • Enter the desired work item type(s) from Azure DevOps intended to be imported into OnePlan as Work Plan – Backlog items.
5. (Optional) Version Control for Team Projects
   • This setting applies to items from OnePlan imported into Azure DevOps as a new Project.
   • Available Options: Tfvc (Team Foundation Version Control) or Git.
   • If no option is selected, the default version control will be set to Tfvc.
6. (Optional) Bring in Tasks & Bugs that are not in an iteration/sprint
   • Unchecked (Default): Tasks and Bugs within a sprint will be imported.
   • Checked: All work items, even those not assigned to a sprint, will be imported.
7. (Optional) If you are using an Entra service principle to connect to Azure DevOps
   • Click here to learn more about the prerequisites. 
   • Expand the section called Advanced Options
   • Check the "Use a Service Principal to connect to Azure DevOps" checkbox.
   • If you are using the default OnePlan App to connect to DevOps, then click the Authorize button. (you must be a tenant administrator to do that)
   • If you are using your own app registration, then fill out the Client ID and Client Secret fields.
8. Test Connection
   • Click Test to verify the correctness of the connection settings to OnePlan.
   • A notification indicating Connected Successfully should appear in the top-right corner of the browser upon successful testing.
9. Save Changes
   • After verifying the connection, click Save to retain the configured settings.